Susan Ritter ๐Ÿ€

Financial education for self-directed investors to achieve maximum growth and stability with today's opportunities.

Greater Tampa Bay Area

About

I find most people only invest their time as a way to make an impact - limiting what they can accomplish. When you discover how to invest your money as well, you can spend your time doing more of what you love, be more confident in your financial decision-making, and find financial peace of mind now and forever. A 30-year veteran of technology, leadership, personal finances and investing, Iโ€™ve spent decades... ๐Ÿ’Ž performing intentional wealth accumulation, ๐Ÿ’Ž acquiring experience in investing, ๐Ÿ’Ž mentoring and providing financial education, and ๐Ÿ’Ž creating a legacy of wealth for myself and others. When I work with clients privately and in groups, they gain insights into the investment products and techniques used by the wealthy - opportunities available to everyone, if you know where to look! 1. We start where you are today, 2. Create a vision for the future, and 3. Build & Implement a detailed plan to take you from where you are to where you want to be. Applying your new skills, ๐Ÿ’Ž you'll multiply your wealth, ๐Ÿ’Ž it'll be more secure and ๐Ÿ’Ž the lessons you learn will be a model of financial stewardship to pass to your children, so ๐Ÿ’Ž they can have a life of abundance and security too! ๐Ÿ‘ฉโ€๐ŸŽ“ Just like Lucy M: "[Susan] taught me the fundamentals of investing and what I needed to know to manage my money on my own and succeed in business. I'm certain that my investments are safe with Susan's approach, and I'm continually getting up-to-date information." ๐Ÿ‘ฉโ€๐ŸŽ“ Just like Michelle C: "Susan understood what was important for me and assisted me in determining why I should invest and what technique I should employ." ๐Ÿ‘ฉโ€๐ŸŽ“ Just like Simone H: I have such a sense of achievement โ€“ I not only learnt A LOT, I also created and implemented a wealth strategy and plan. For years I had been procrastinating in my uncertainty and from the first session with Susan I was off and running, straight into action. It's my passion to show others how much fun it is to engage not just time, but money, to change the world for the better. Through the Buy1Give1 charity, your engagement with me results in financial literacy and entrepreneurship education for families around the world. Stop procrastinating and BOOK A CALL to take the next step to SECURE YOUR FUTURE. ๐Ÿ’Žhttps://calendly.com/creatorcompass/women-s-wealthy-ways-consultation๐Ÿ’Ž FOLLOW US by... ๐Ÿ’ŽClicking the blue JOIN TO CONNECT button above๐Ÿ’Ž FIND OUT MORE at our website: ๐Ÿ’Žhttps://womenswealthyways.com/๐Ÿ’Ž

Experience

  • Women's Wealthy Ways (Self-employed ยท 6 yrs 5 mos)
    • Founder and Financial Educator
      Jan 2024 - Present ยท 2 yrs 6 mos

      S.A.F.E. Lifestyle Investment Academy is an investment community teaching individuals the skills of self-directed investing for financial growth and security. We donโ€™t manage your money, provide you with โ€œhot stock tipsโ€, or pretend to know better than you do what is best for your goals. We teach how to: ๐Ÿ‘€ look at the world with an investorโ€™s eye. ๐Ÿ”Ž take advantage of disruptions to be on the right side of the wealth transfer underway. ๐Ÿ’ฐ build a portfolio that grows your assets by double and triple digits while preserving what you have so no crisis can drop you below your current lifestyle. The world is in disruption, technology is impacting everything we do and becoming more invasive, the financial industry cannot be trusted with our money, governments are out of control and monopolies are controlling our data and lives. Confusion, fear, and unrest at home and abroad means we can't trust others to make our decisions for us. But weโ€™ve not been given the tools to make those decisions for ourselves. Instead, they tell us โ€œweโ€™ll own nothing and love itโ€. A model for serfdom that weโ€™re marching toward unless we decide otherwise. There's too much information and noise, with much of it happening on the other side of the world, to figure it all out by ourselves. This is the value of Womenโ€™s Wealthy Ways and our three program tiers. The introductory tier is a membership that includes a weekly open mic call for discussing insights and connecting dots about the world. It also provides a self-directed training module to assess your financial status and create a plan. The second tier adds a small group training program for building a personalized diverse portfolio. It teaches key concepts for buying, selling, and asset allocation for maximum risk-adjusted rewards. The top tier offers the same instruction with personal support at every step. It uses tools to clarify assets and is ideal for those needing personalized support and private discussions.

    • Financial Educator and Mentor for Women
      Feb 2020 - Present ยท 6 yrs 5 mos

      S.A.F.E. Lifestyle Investment Academy is the first wealth creation program and investment community dedicated specifically to women. Women look at work, money, wealth and legacy differently than men. Our passion and purpose lead our decisions. Today impact investing, entrepreneurship and global community-building opportunities are giving women the resources they need to have a voice in creating a world they want for themselves and their family. The S.A.F.E. Lifestyle Investment Program is a one-to-one and small group guided financial education and mentoring program. Each individual learns how to leverage her own personal characteristics, natural tendencies, interests, knowledge, and experience to accumulate wealth and create a personalized investment portfolio. A truly personalized investment portfolio reflects your values. The investments will feed your mission and passions. You'll create the lifestyle you desire, and it will be there for you, for as long as you live, creating a legacy of good to pass to those who matter to you most. Monthly and quarterly masterclasses teach the fundamentals in the different assets...how to combine them into a holistic portfolio for maximum benefit...and the different strategies to choose from, to make them work for you. Then monthly one-on-one sessions give you personally guided mentoring and support to implement the investment and business decisions you make. Investing is an emotional activity - whether investing in yourself, your ideas or the markets. The Women's Wealthy Ways Tribe membership provides access to like-minded women, to share your wins, ask your questions, and gain the confidence and support to continue when decisions become challenging. The beliefs that investing is too risky, too hard and too time-consuming, are myths we debunk every day so that intelligent, creative, ambitious women can create the life and impact they choose for themselves.

    • Investor and Wealth Accumulation Expert
      Feb 2020 - Present ยท 6 yrs 5 mos

      Decades of independent study and experience investing in a wide range of asset classes Experience applying a large number of investment strategies from conservative wealth preservation in precious metals and insurance to wealth creation speculations inside and outside the stock market. Accumulated a wide range of tips, techniques and methods for mitigating risk while building a diverse portfolio Built a simplified method for assessing and tracking investments Our financial education includes training in: ๐Ÿ‘‘ Money mindset to embrace wealth creation and accumulation ๐Ÿ‘‘ Investor Archetype to ensure personalized financial peace of mind ๐Ÿ‘‘ Investor portfolio design to structure investments for asset protection and growth ๐Ÿ‘‘ Specific assets with hand-holding step-by-step implementation of selected investments. ๐Ÿ‘‘ Tips and techniques for finding and assessing the best assets for your personalized portfolio ๐Ÿ‘‘ Personalized investor rules to guide decision-making for when to buy and sell. ๐Ÿ‘‘ Simple tools and processes to tracking and managing assets for easy decision-making. For more information, visit our website : https://womenswealthyways.com/

  • Life Coach at Kidingenius
    Jan 2020 - Jul 2020 ยท 7 mos

    KidinGenius is aligned with Genius School and the Genius Group - international organizations that are helping young people to discover their genius, their passions and their purpose. Through individual discovery and focus on leveraging natural talents and strengths, learning to collaborate with others, and finding the courage to make a difference, the next generation will tackle the challenges described in the United Nations 2030 Goals.

  • Senior Information Technology Project Manager at Duke Energy Corporation
    2013 - Dec 2017 ยท 5 yrs

    Senior Project Manager of the Nuclear Fleet Cyber Security Implementation Project. The project was running concurrent with regulatory development, requiring the team to remain agile as the requirements and regulations shifted from week to week. Maintaining awareness of the changes in the industry, pulling disparate pieces of data together, and connecting the dots to be prepared for unexpected changes are key to success. This attention and awareness of the environment is relevant whether implementing a project or deciding the best investments for your own financial portfolio. Leading a multi-site, multi-year $100M+ project requires a constant balance of stakeholder priorities at every level, inside and outside the company. Collaboration is key to leverage both time and money effectively, particularly when the priorities shift. Creating a vision for the outcome, assessing where we started, and establishing a plan to get us from where we were to where we wanted to be, were the same steps I use today to help women establish a path to their own vision of financial freedom. Vision, collaboration, process and systems create the structure and build the guide-rails to accomplish impossible dreams whether implementing a new technology to protect a nuclear plant or implementing a portfolio that creates ongoing cash flow forever.

  • Progress Energy (Full-time ยท 10 yrs 4 mos)
    • Senior Project Manager
      Jan 2008 - Apr 2013 ยท 5 yrs 4 mos

      Information Technology Lead for a multi-utility consortium project to implement New Nuclear Plant construction projects, interfacing with Westinghouse, Shaw, Southern Company, SCE&G, Duke Energy, and Progress Energy.

    • Information Technology Unit Manager
      2003 - 2008 ยท 5 yrs

      Supervising Manager of the Robinson Plant Information Technology Unit.